See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,835 | $99,640-93.1% | $86,436-92.1% | $134,475-94.9% |
| Participation rate | 0.0% | 82.0%-82.0pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -14.60% | 6782.58%-6797.2pp | 4394.89%-4409.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,755 | $7,246-34.4% | $6,952-31.6% | $6,400-25.7% |
| Admin fee / account holder | $13 | $8,371-99.8% | $6,731-99.8% | $11,426-99.9% |